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Bitcoin Miners’ AI Shift May Create New Overhang, Lekker Capital CIO Warns

https://www.newsbtc.com/bitcoin-news/bitcoin-miners-ai-shift-new-overhang/
Lekker Capital CIO Quinn Thompson argues on X that collapsing mining economics, combined with a growing shift by public miners toward AI and high-performance compute, could turn corporate BTC treasuries into a fresh source of market supply. “A large underappreciated headwind for Bitcoin is the disaster that which is mining economics…

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